India

Stocks investors eye holiday season turbulence

Stock markets face a volatile year-end. Investors are worried about Federal Reserve interest rate cuts and the high valuation of artificial intelligence companies. This has caused market slides and increased anxiety. The holiday season is expected to be challenging for investors. Volatility has picked up significantly, indicating persistent investor unease. Source link

India

Nifty below fair value, but big opportunities ahead: Nimesh Chandan lists sectors to watch

Despite muted 2025 returns, markets showed interest in niche themes like data centers, PEBs, and semiconductors. Strong drivers include financialization, digitalization, rising affluence, and healthcare demand. With Nifty trading below intrinsic value and earnings growth expected in double digits for FY26–27, selective stock picking across BFSI, consumption, healthcare, and platform businesses offers long-term opportunities, while short-term volatility may present buying windows. Source link